This chapter provides an overview of campaigns and activities and discusses how to:
Create campaigns.
Generate sales leads and telesales prospects.
Suppose that you're about to sell a new line of commercial grade kitchen appliances. You create a marketing campaign with the primary objective of launching your new product. You define campaign attributes, including a budget, dates when the campaign starts and ends, and a campaign owner. You define several campaign activities, incorporating trade publication advertisements, direct mail, email blasts, and so on. You define concrete campaign tasks, such as contracting ad space and creating campaign collateral, including market research summaries and print advertising. You assign a campaign team to design and carry out the campaign; the team consists of a campaign manager, a marketing analyst, a graphic designer, a focus group coordinator, a writer, and several others. You set up a promotional offer of free accessories with the purchase of a new freezer during the six weeks of the campaign. You create several audiences of potential customers whom the campaign will target, including prior customers, readers of restaurant trade publications, and even some designers of high-end residential kitchens. You set up metrics to measure the campaign's effectiveness. The vice president of marketing approves the campaign, the campaign team carries it out, and you sell more new product than you ever thought possible.
This section discusses:
Campaign structure.
Roll ups.
Campaign characteristics.
Activity characteristics.
Associate audiences, offers, collateral, and scripts with activities.
Campaign triggers.
Tasks associated with campaigns.
Campaign and activity status.
Campaign objects associated with activities.
PeopleSoft Marketing functionality is based on the concept of campaigns and activities. A marketing campaign is an initiative by a campaign team to achieve a specific marketing objective such as launching a new product, raising awareness of existing products, or cultivating customer loyalty. An activity represents action taken as part of a marketing campaign—for example, contacting prospects through a telesales initiative.
All standard campaigns must include at least one activity, but can include many. Multiple activities in a single campaign usually share a common marketing theme, and focus on the same product or product line. You can perform multiple activities sequentially (different activities at different times) or simultaneously (all activities at once).
Marketing Programs
The term marketing program refers collectively to the types of marketing campaigns that you can define. The four types of marketing programs are:
Campaigns.
Roll ups.
Dialogs.
Events.
Campaigns and roll ups are discussed in this chapter. Dialogs are discussed in the Online Marketing documentation. Events are discussed in the CRM for Higher Education documentation.
See PeopleSoft Enterprise Online Marketing 9.1 PeopleBook.
See PeopleSoft CRM for Higher Education Preface.
A roll up is a marketing program created to serve as a parent campaign to one or more child campaigns or dialogs. A roll up enables you to create a master campaign with elements shared by several subcampaigns, and with reporting capabilities at the roll up level. For example, suppose that you're promoting a line of sportswear (SportTogs by PeopleGear) that is divided into three segments—children's, women's, and men's. You can create a large campaign with elements shared by all three of the smaller campaigns (such as campaign objective, campaign team members, start and end dates, and collateral), and make that large campaign your roll up campaign. Then you can define three discrete campaigns for your three market segments—children, women, and men.
Note. You designate marketing programs as roll ups so that you can establish campaign hierarchies. Marketing programs function the same, whether they are roll ups or standard campaigns. A roll up occupies the highest level of the PeopleSoft Marketing hierarchy and contains one or more standard campaigns or dialogs. The Marketing Program page for a roll up lists its child campaigns and dialogs, if any exist.
Every campaign has the following characteristics:
Every activity has the following characteristics:
Budget |
The money that is allocated for the activity. |
Activity Type |
The tactic that you use to influence the target audience. |
Marketing Channel |
The medium that you use to deliver the message. |
Channel Detail |
A specific media outlet that you use to deliver the message. |
Define activity characteristics on the Campaigns - Activity Detail page.
You can enter any amount of money as an activity budget. When you design and carry out activities, you can enter the actual costs incurred and compare those with the existing budget.
The system verifies budget amounts—it checks activity budgets within the overall budget of the campaign and checks the campaign overall budget against the roll up budget (if one exists). If any of the budgets are exceeded, the system displays a warning. As an example, assume Roll up A has two child campaigns, Campaign B and Campaign C. If the budget for Roll up A is $10,000, for Campaign B is $7,000, and for Campaign C is $5,000, a warning message appears because the total of the two child campaigns' budgets, $12,000, exceeds the $10,000 roll up budget. Likewise, if Campaign B (budget $7,000) has two activities that each have budgets of $4,000, a warning appears because the activity budgets exceed the campaign budget.
The system includes cost metrics to measure the cost effectiveness of the activities.
Note. Child programs using different currency codes can be added to roll ups—the budget of the roll up takes this into account.
An activity type is a tactic to influence the target audience. For example, you might use events as tactics to convey a persuasive message; your company might sponsor a concert tour in exchange for prominent placement of the company logo at concert venues; or you might announce a new service in an audio recording that plays whenever a customer calls your telephone support line. Communicating through the telephone support line is your tactic, or activity type.
Marketing Channel and Channel Detail
The term channel refers to how you deliver the campaign message. PeopleSoft Marketing defines the more general medium such as TV or radio as a Marketing Channel, while it defines the specific outlet, such as the NBC network or a local newspaper, as the Channel Detail.
The most commonly used marketing channel and channel detail options are predefined and delivered with the system. You can define additional marketing channels on the Marketing Channel page in setup. You can define additional channel detail on the Channels page in setup.
You can associate various campaign objects with each activity for organizational and reporting purposes. While preparing and implementing a campaign activity, you can easily access those objects that you have associated with the activity. After the campaign ends, you can analyze the activity, considering the role that the associated objects played in its success.
An audience is a group of people to whom you target a marketing campaign.
An offer represents everything that you offer to customers. An offer includes the following elements and attributes:
Product list.
Price rules (complex or simple pricing structure that includes product discounts and giveaways).
Dates when the offer is valid.
Collateral (sometimes also called content) includes all the material that you produce to support a campaign, for use both inside and outside the organization. Examples of collateral include:
Press kits.
Television commercials.
Market research summaries.
When employees communicate with customers about campaigns, they can follow interactive scripts that you have prepared in advance.
Scripts can guide the system—and the employee—through the steps of a customer interaction. For example, when a salesperson receives a call from a customer who wants to buy a computer hard drive, a script can trigger the salesperson's system to open a web page on which hard drive information appears. Through the web page, the salesperson might be prompted to collect such information as the customer's computer type, the desired hard drive size, and so on, before the system presents a selection of hard drives for sale.
You can associate a script with each activity. The type of script is determined based on the marketing channel selected. Only telesales uses outbound scripts; all other channels use inbound scripts.
Note. Only the script name, not its type (inbound or outbound) is displayed.
Inbound |
Inbound scripts guide interactions with customers who initiate contact with the company. |
Outbound |
Outbound scripts guide interactions with customers with whom the company initiates contact. |
Note. You cannot run scripts within the PeopleSoft Marketing application. You can run them using various other PeopleSoft CRM applications, including PeopleSoft TeleSales. You associate scripts with activities within PeopleSoft Marketing for use by the PeopleSoft TeleSales application.
See Also
The system can initiate campaign events at specified times or when specified conditions are met, using campaign triggers. Set up campaign triggers on the Plan Marketing Programs - Triggers page.
Using triggers, you can initiate up to six actions:
Execute Campaign.
Execute Campaign Activity.
Stop Campaign.
Stop Campaign Activity.
Send Notification.
Generate Audience.
Triggers can recur for the Send Notification and Generate Audience actions, repeating the execution multiple times based on schedule and date range.
Campaign tasks are those activities that produce a campaign. Tasks can be any number of things including designing advertisements, distributing brochures, and polling members of the target audience. When a task is configured to do so, associating a task or changing task status can trigger workflow items.
You select tasks to add to the campaign by using the Task or Task Sets drop-down list boxes on the Program Tasks summary page. You maintain tasks on the Program Task Detail page by clicking the task name or by modifying the task data within the summary grid. You associate tasks with campaigns on the Marketing Programs - Tasks page.
Campaigns and activities pass through structured life cycles. You create a campaign or activity, define its attributes, associate objects with it (collateral, audiences, channels, and so on), send it for review, execute it (if approved), complete it (unless you stop it prematurely), and archive it. At each stage in its life cycle, a campaign or activity has a status.
Status changes can trigger events such as notification of team members and execution or completion of related activities. Status changes must follow predefined status rules; you can use the status rules that are delivered with the system, or you can redefine status rules, on the Status Rules page.
Clone this Campaign |
Click to clone this campaign. Note. Cloned campaigns duplicate everything in the campaign definition except triggers and audiences. |
|
Click to email campaign information to recipients. |
Calendar |
Click to view the Marketing Calendar. |
Reporting |
Click to display Interactive Reports that you can use to analyze the marketing programs. |
Add Program |
Click to access the Marketing Program Add page, where you can add new marketing programs. |
Next |
Click to display the next program in the list. |
Previous |
Display the previous program in the list. |
This section discusses how to:
Manage campaigns.
Define campaigns.
Access activities and attach additional activities to campaigns.
Define activities.
Use triggers.
Define a trigger.
Define campaign tasks.
Create and update campaign tasks.
View the cost summary.
Work with campaign audiences.
Measure campaign effectiveness.
Use campaign notes.
View campaign history.
View the Marketing Calendar.
Page Name |
Definition Name |
Navigation |
Usage |
RA_CM_HOME_GRD |
Marketing, Marketing Programs |
View a list of marketing campaigns, access existing campaigns, and add new campaigns. |
|
RA_PROGRAM_ADD |
On the Marketing Program Search page, select the Marketing Program Add tab |
Use to add a new marketing program (campaign, dialog, event, or roll up). |
|
RA_CAMPAIGN_DETAIL |
Click the program name on the Program Management page. |
Define new marketing campaign programs or edit existing ones. |
|
RA_CMPGN_ACTIVITY |
Marketing, Marketing Programs, Plan Campaign Programs, Activities |
Access existing activities and attach additional activities to the campaign. |
|
RA_CAMPAIGN_TRIGER |
Marketing, Marketing Programs, Plan Campaign Programs, Triggers |
View summary information about existing triggers and add new triggers. |
|
RA_CAMPAIGN_TASK |
Marketing, Marketing Programs, Plan Campaign Program, Tasks |
View existing campaign tasks and add new tasks. |
|
Marketing Program Tasks - Task Detail |
RA_PGM_TASKDTL |
Marketing, Marketing Programs, Plan Campaign Programs, Tasks Click the Add Task button. |
Add detailed information about a campaign task. |
RA_CAMPAIGN_COSTS |
Marketing, Marketing Programs, Plan Campaign Program, Cost Summary |
View all costs associated with the campaign including all activities. Costs are summarized by activity and by cost type. |
|
RA_CM_LIST_SUMRY |
Marketing, Marketing Programs, Plan Campaign Program, Audience |
Attach target audience lists to campaigns. |
|
RA_CMPGN_METRICS |
Marketing, Marketing Programs, Plan Campaign Program, Performance |
Measure the effectiveness of marketing campaigns. |
|
RA_CAMPAIGN_NOTES |
Marketing, Marketing Programs, Plan Campaign Program, Notes |
View descriptions of campaign notes; add new notes. |
|
RA_CMPGN_HISTORY |
Marketing, Marketing Programs, Plan Campaign Program, History |
View the audit and interaction information associated with the campaign. |
|
RB_ATTR_RUN_CMPG |
Click the View Attributes link on the Plan Campaign Program page. |
View campaign attributes. |
|
RA_CALENDAR |
Marketing, Marketing Calendar or Click the Marketing Calendar button on the Plan Campaign Program page. |
View the time relationships of all campaigns. |
Access the Marketing Program Search page (Marketing, Marketing Programs).
The Marketing Program Search page displays summary information about existing campaigns. To manage an existing campaign, click the campaign name.
To add a new campaign, access the Marketing Program Add page (select the Marketing Program Add tab).
Note. The Marketing Program Search page is a configurable search page. You can configure this page to suit your personal search needs. Refer to the PeopleSoft Enterprise CRM 9.1 Automation and Configuration Tools PeopleBook for complete information.
Note. Selecting a roll up name from the Program Roll up Name search field returns all related campaigns and dialogs that use this roll up name as the marketing program to roll up to, and not the roll up program itself. To find the roll up program, enter the program name of the roll up or change the program type to Roll up to view all roll ups.
Access the Marketing Programs - Plan Campaign Program page (Click the program name on the Program Management page).
Name |
Enter a descriptive code to identify the campaign. Note. Campaign names do not need to be unique. However, duplicate campaign names might confuse users. |
Roll up Program |
If this campaign is part of a roll up, select the descriptive name of the parent roll up of which this campaign is a part. |
Objective |
Select an objective from the available options to describe what you will accomplish with this campaign. |
Status |
Select the position of the campaign in its life cycle. Note. When the campaign status is set to Executing or Approved, nothing in the definition can be changed without changing the campaign status. |
Owner |
Displays the descriptive name of the user who is primarily responsible for the campaign. |
Start Date and End Date |
Enter the date when the campaign begins and ends. Start and end dates for campaigns that are part of a roll up campaign must be within the range of the parent campaign. |
Currency |
Select the monetary unit with which the campaign is funded. |
Industry |
Select an industry group from the lookup. |
Description |
Enter a detailed description of the campaign. |
Secure Campaign by Team Member |
Select this check box to if you want a security verification process to be performed to determine if the user has authority to view the campaign. If this option is not selected, the campaign is considered to be unsecured, and all users will have access to it. |
Campaign sponsors are persons or companies outside the department or organization who contribute to the funding of the campaign—for example, cooperative advertisers.
Note. Sponsors must exist in the system as an entity, but do not have to be specially set up as a sponsor. If the sponsor you want to add does not exist as an entity within the system, you can add company or site names using Quick Create. If you have purchased PeopleSoft Partner Relationship Management, you can also include partners as sponsors.
Sponsor Name |
Select a sponsor name from the lookup table. |
External |
Select this check box if the sponsor is external (for example, a partner or partner contact). |
Budget Source |
Select the department that is funding the campaign. |
Budget Amount |
Enter the amount of money allocated for the campaign. |
Add a New Sponsor/Budget |
Click to insert another sponsor or budget source. Note. You can add one (and only one) budget without a name, allowing a budget amount to be entered and not associated with a particular name. (For example, if a campaign has no sponsor and its budget is 20,000.00, that budget can be entered without a name. If you enter names, you can also split that same budget across multiple named sponsors.) |
See PeopleSoft Enterprise Partner Relationship Management 9.1 PeopleBook.
Name |
Select the name of each person included in the campaign team from the lookup table. Phone and Email information appears when available. Note. Team members must exist in the system as an entity. If the team member whom you want to add does not exist as an entity within the system, you can add company or site names using Quick Create. You can also add partner and partner contact names if PeopleSoft Partner Relationship Management is installed. |
Team Role |
Select a role for each person on the team. Only persons with valid user IDs can have a role. Based on their team role, team members can also receive notification of campaign events. For example, a campaign manager can receive an email notice whenever a campaign is submitted for review or a worklist note whenever an activity is stopped prematurely. |
Add a New Team Member |
Click to enter additional team members. |
The following campaign team roles are delivered:
Important! The preceding roles are defined for convenience. If your organization defines these campaign team roles differently, you can change role descriptions. If your organization uses different role names, you can add those role names.
Go To
View Attributes |
Click to access the Attributes page. The Attributes page displays any defined attributes associated with the campaign. When selected, the Attributes page is included in the component tab navigation until you exit this campaign and select another. |
Record Program Costs
The Record Program Costs section enables you to keep a record of costs not associated with any other component; that is, costs that relate to the campaign as a whole.
Warning! Do not enter the same costs twice. If you entered an expense elsewhere (for example, when you created collateral or generated an audience), do not reenter that expense here.
Cost Type |
Select the cost type description that uniquely identifies the main purpose of the expense. |
Components |
Displays the category to which the cost belongs. |
Variable |
Displays whether the cost type is defined as variable or fixed. |
Unit Cost |
Enter the cost of one unit of the product or service to be measured in this cost metric. Note. This field is available only when the cost type is Variable. |
Planned Cost |
Enter the amount that you expect to pay for all units of the product or service to be measured in this cost metric. |
Actual Cost |
Enter the amount that you actually pay for all units of the product or service measured in this cost metric. |
Totals |
The sums of all planned costs and all actual costs. |
Calculate |
Click to calculate total values. |
Add a New Cost |
Click to add a new cost. |
Child Programs
This section appears only if the marketing program is a roll up that contains one or more child campaigns or dialogs. Each campaign or dialog name is listed with its type, name, and budget.
See Also
Setting Up Security and User Preferences
Access the Marketing Programs - Activity Summary page (Marketing, Marketing Programs, Plan Campaign Programs, Activities).
The Activity Summary page displays summary and detail information about all activities attached to the campaign.
Activity Name |
Click the activity name of a campaign to access details about the activity, where you can define additional activity attributes for the selected activity. |
Add a New Activity |
Click to add a new activity. Note. When adding a new activity, the system generates an activity name related to the name of the campaign. You can enter a new activity name. |
Clone Selected Activity |
Click to clone a selected activity. Select activities by selecting the check box beside the activity name. When you clone an activity, all associated costs and metrics are included, but can be edited. |
Access the Marketing Programs - Activity Summary page.
Activity Detail
Activity |
Enter a descriptive name to identify the activity. Note. Activity names do not need to be unique. However, duplicate activity names might confuse users. |
Promotion |
A unique code that identifies the activity. This code is generated automatically. Promotion is used to integrate PeopleSoft Marketing with PeopleSoft Order Capture by associating the order with the offer that is on the activity record. |
Status |
Displays the position of the activity in its life cycle. Note. Only activities with a status of New can be deleted. Further, after an activity has been placed in Stopped status, none of its associated components (such as Offer, Audience, or Collateral) can be deleted. |
Start Date and End Date |
Enter the dates when the activity begins and ends. The activity start date cannot precede the campaign start date. The end date cannot exceed the campaign end date. |
Objective |
Select the objective that describes the purpose of this activity. |
Priority |
Select the priority of the activity. Your priority selection determines how multiple campaign activities are sorted for use by telesales. |
Budget |
Enter the amount of money allocated for the activity. The system accepts standard monetary formats, such as 10,000 USD. Note. Establish the campaign currency on the Marketing Programs - Plan Campaign Program page (Sponsor section). |
End Response |
Enter a date equal to or later than the end date. The end date allows the use of the activity by Sales beyond the activity's end date, for example, to allow time for late respondents in a mass mailing activity that has already ended. |
A channel is used to get the message to the audience. A full channel definition requires selection of both an activity and a marketing channel. Under certain circumstances, a channel detail selection is needed as well.
The fields available in this section depend on the activity and marketing channel combination selected. Not all fields are used with all combinations.
Activity, marketing channel, and channel detail values are defined in setup.
See Correspondence Management.
See PeopleSoft Enterprise CRM Real-Time Advisor 9.1 PeopleBook.
Description for Sales Team
This section displays descriptive information about the activity to give Sales users details about the originating campaign so that they can make good decisions about the processing of generated leads and their resultant opportunities. Note that this information appears only if one of the following conditions is met:
The marketing channel is a sales agent.
The marketing channel is TeleSales and the Integration field is set to Sales Leads.
If neither of these two conditions is met, then the fields described in this section do not appear.
Note. A marketing activity cannot be moved to Approved status if either of the fields in this section are left blank.
Summary |
Because sales users do not always understand the marketing jargon used in the marketing-oriented activity description, this field gives the campaign or marketing manager a place to include a description more tailored to the sales user's needs to aid the user in operating on the lead within proper context. |
Call To Action |
Specify appropriate follow-up actions to help the sales user correctly interpret and convert the generated lead. |
See PeopleSoft Enterprise Sales 9.1 PeopleBook.
Active Analytic Framework Policies
This grid appears when you create a new activity and set the activity type to Inbound and the marketing channel to Advisor. If you select a trigger point and click the Create Policies button, you can create a new Active Analytics Framework policy. After you have created the policy and linked it to the campaign activity, the policy information appears in the grid.
Trigger Point |
Select a trigger point from the available options. |
Add a Policy |
Click to create a new Active Analytics Framework policy. You will be prompted to save the campaign first. |
See Working with Active Analytics Framework.
Enter costs associated with the activity that are not included elsewhere. Selection of collateral or an audience that has an associated cost record propagates those costs into the campaign activity.
Cost Type |
Select the cost type description that uniquely identifies the main purpose of the expense. |
Components |
Displays the category to which the cost belongs. |
Variable |
Displays whether the cost type is defined as variable or fixed. |
Unit Cost |
Enter the cost of one unit of the product or service to be measured in this cost metric. Note. This field is editable only when the cost type is Variable. |
Planned Cost |
Enter the amount that you expect to pay for all units of the product or service to be measured in this cost metric. |
Actual Cost |
Enter the amount that you actually pay for all units of the product or service measured in this cost metric. |
Totals |
The sum of all planned costs and the sum of all actual costs. |
Calculate |
Click to calculate total values. |
Add a New Activity Cost |
Click to add a new cost. |
Review Activity Performance Metrics
Select the terms by which to measure campaign performance.
Metric |
Select the metric by which to measure activity performance. |
UOM (unit of measure) |
Displays the unit of measure in which the metric is calculated. |
Forecast Value |
Enter the result that you expect the activity to produce. |
Actual Value |
Displays the result that the activity actually produces. The system populates this field with data from various tables and sometimes from multiple applications (such as PeopleSoft Sales and PeopleSoft Call Center). |
Difference |
Displays any difference between the forecast and actual values. Over expenditures appear as a negative number. |
Add a New Activity Metric |
Click to add additional activity metrics. |
Recalculate |
Recalculates all attached metrics. Note. All existing metrics are calculated when you access the Activity Detail page for the first time. |
See Defining and Creating Metrics.
Activity Notes Summary
This section contains a list of any notes that have been associated with the activity. An Add Activity Note button on the main activity page enables you to create additional notes to associate with the activity.
Access the Marketing Programs - Triggers page (Marketing, Marketing Programs, Plan Campaign Programs, Triggers).
The system can initiate campaign events on the currently-viewed campaign at specified times or when specified conditions are met, by using campaign triggers. Use triggers to run or stop the campaign or activity at a certain point in time or when another campaign or activity attains a certain condition. Also, use triggers to send notifications or generate an audience at specified points. One example of how a trigger can be used is to launch a series of activities within a campaign.
Note. You can only stop or run the campaign currently being viewed; likewise, only activities associated with that campaign can be stopped or run. You cannot select another campaign.
Suppose that you have a campaign with three activities. The objective of this campaign is to move the best standard credit card customers up to the premium card service, and the three activities include a mailed postcard, a mailed letter with brochure, and a telesales call. When you define the campaign, you define three triggers, one for each activity.
The purpose of the first trigger is to launch the postcard activity on a certain date. To accomplish this, you create a Date and Time trigger and have it run the postcard activity, send notification to a team member telling her to mail the postcards, and generate an audience to receive the cards.
The purpose of the second trigger is to launch the letter and brochure activity sixty days after the postcards are mailed. Again, you create a Date and Time trigger with the same trigger actions reflecting the new activity and a new audience based on results of the postcard activity.
The third trigger is to launch the telesales activity. This time you define a Metric to Value trigger specifying that when the response rate reaches a certain level, the telesales activity launches. Once again, you run the new activity, send notification, and generate a new audience from respondents.
Note. A trigger can be deleted until it has finished.
Access an existing trigger by clicking on the trigger name within the trigger summary grid.
Trigger Type |
Select a trigger type. The trigger type determines when the system runs action requests and controls the field display on the Trigger Detail page. Values are: Date and Time: The system initiates campaign events on specified dates and times. Metric to Metric: The system initiates campaign events when two metric results align as defined. Metric to Value: The system initiates campaign events when a metric result matches a fixed amount. |
Add |
Click to add the selected trigger type. |
Access the Marketing Programs - Trigger page.
Trigger Name |
Enter a descriptive name for the trigger. |
Trigger Type |
Displays the trigger type that you selected on the Marketing Programs - Trigger Summary page. Depending on the trigger type selection, different fields appear in the rest of the Select Condition region. |
The trigger type selected determines the fields that appear in the Select Condition group box. The following table lists the fields that appear with each trigger type.
Trigger Type |
Select Condition |
Date and Time |
|
Metric to Metric |
|
Metric to Value |
|
The system displays some combination of the following fields, based on the trigger type that you select.
Date |
Select the date when the system is to run the trigger. Note. The system displays this field only when you select the trigger type Date and Time. |
Time |
Enter the time when the system is to run the trigger. The system recognizes standard time formats, for example, 2:30 p.m. or 02:30 PM or 14:30. Note. The system displays this field only when you select the trigger type Date and Time. |
Metric, Metric One, Metric Two |
Select a performance metric to apply against a corresponding campaign or activity. Metric One and Metric Two labels indicate that the metric is applied against the campaign or activity with the same designation. |
Campaign One, Campaign Two |
Select a campaign against which you want to apply the metric. Selection of a campaign is required. Condition metrics may be applied against any running campaign. |
Campaign |
This field displays the name of the current campaign. |
Activity, Activity One, Activity Two |
Select an optional activity within the specified campaign. When an activity is specified, the metric applies only against that activity and no others within the campaign. |
Operator |
Select the operator by which to compare two metric results, or a metric against a fixed value. Operator values are:
Note. The following four operators are reserved for future use: Divide, Minus, Multiply, and Plus. |
Value |
Enter a fixed value against which the metric result is compared. Note. The system displays this field only when you select the trigger type Metric to Value. |
Select Trigger Actions Group Box
Execute |
Select to run an activity within the current campaign when the trigger condition is true. Execute actions apply only to the campaign activity and not to the campaign itself. |
Stop |
Select to stop a campaign, or an activity within the campaign, when the trigger condition is true. If no activity is selected, the stop action applies to the campaign. |
Send Notification |
Select to notify a person when the trigger condition is true. Select the person to notify in the Send Notification field. |
Generate Audience |
Select to generate an audience when the trigger condition is true. Select the audience to generate in the Generate Audience field. Schedule the Audience Generation Application Engine program to be run by the processor to generate the audience. |
Result |
After the system attempts to run a trigger—whether successfully or unsuccessfully—it displays a result message. If the trigger execution attempt is unsuccessful, the result message indicates the nature of the failure. |
If you select either the Metric to Metric or the Metric to Value trigger type, schedule intervals of time that determine when the system checks those campaign conditions. For example, the system could check campaign conditions every day, every two weeks, or every four months. Establish trigger schedules on the Campaign Trigger Schedules page.
From and To |
Enter start and end dates and times between which the system checks for trigger conditions. |
Frequency |
Select the schedule that determines how frequently the system checks whether trigger conditions have been met. |
Start Date and End Date |
Enter dates when the system begins and stops checking whether trigger conditions have been met. |
Recurring |
Select this check box if you want the trigger to recur. Note. Recurring triggers generate an error if the EXEC or STOP action is requested and Recurring is selected. |
See Also
Access the Marketing Programs - Tasks page (Marketing, Marketing Programs, Plan Campaign Program, Tasks).
Throughout the course of a marketing campaign, various tasks may need to be accomplished. These tasks can include things such as creating advertising and collateral materials, contracting for ad space and purchasing media time, or generating a target audience. Tasks are associated with a campaign and assigned to appropriate team members as a reminder to do a certain thing at a certain time. When a task is assigned to a campaign team member, a notification is added to her worklist when she is to perform the task.
The Marketing Programs - Tasks page displays any existing tasks and enables you to add new tasks. To access an existing task, click the task name within the Campaign Tasks grid.
You use task sets to group individual tasks and add them as a group. For example, when you create a campaign, three tasks always need to be added: Create Collateral, Create Metrics, and Create Offer. Rather than selecting each task individually, you can create a task set (perhaps called Always Add 3) and include the three tasks within the task set. Next time you create a campaign, you can select the Always Add 3 task set, eliminating the need to add the tasks one at a time.
Task |
Select a predefined Task Shell from the available list. To create a new task, select Create a New Taskand define the new task as required. Otherwise, select a predefined task shell and modify it if necessary. Click Add to access the Marketing Program Tasks - Campaign Task Detail page, where you can define a new task or modify an existing one. |
Task Sets |
Select a previously defined task set from the available list. Selecting a task set automatically displays the single tasks in the set. Selecting another task set refreshes the display, and setting the value back to the default or adding the task set clears the display. Use task sets as defined or modify as necessary. Click Add to add all tasks in a task set. View details about each task by clicking the task name. Eliminate individual tasks by deleting them from the list. |
See Also
Access the Marketing Program - Task Detail page (select a task from the available list and then click the Add Task button on the Marketing Program - Tasks page).
Name |
Enter a name for the task, or leave the shell default name. |
Assigned By |
The system automatically assigns the current user to this position. You can change this to any worker. |
Assigned to |
Select a user to run the task. The user must be a member of the campaign team. Save the campaign to activate the task assignment. Note. The system does not permit you to assign a task to a person who is not a member of the campaign team. |
Start Date |
Enter a date on which the task is to begin. On this date, a notification is added to the worklist of the team members assigned to the task. |
Due Date |
Enter a date on which the task is to be complete. This due date is compared against the % Complete field. If the task is not 100 percent complete by the due date, a workflow process sends notifications (when defined). |
Priority |
Select the urgency of the task. This information is for the benefit of the user, only. No logic is attached to priority values. The values are:
|
Status |
Select the position of the task in its life cycle. When the status is changed to Completed, the due date is changed to the current date and the % Complete value is changed to 100. |
% Complete (percent complete) |
Enter the percentage portion of the task that is complete. When this value is changed to 100, the due date is changed to the current date and the status is changed to Completed. |
Description |
Enter a description of the task, or leave the shell default description. |
Access the Marketing Programs - Cost Summary page (Marketing, Marketing Programs, Plan Campaign Program, Cost Summary).
You use the Marketing Programs - Costs Summary to view summary information about all costs associated with a campaign. Costs are summarized by the activity and campaign, and by cost types. For roll up campaigns, all child costs (for associated campaigns, activities, and dialogs) are also displayed.
Access the Marketing Programs - Audience page (Marketing, Marketing Programs, Plan Campaign Program, Audience).
Audiences are associated with campaigns through the campaign activities. The Marketing Programs - Audience page enables you to see all audiences that are associated with the campaign through all activities. Additionally, the Marketing Programs - Audiences page enables you to run deduplication processes and create one or more control groups.
Activity Audiences
The Activity Audiences group box displays information about all audiences associated with the campaign. Information displayed about each audience includes the name of the audience, audience status, the activity to which the audience is attached, the date on which the audience was last updated, and the priority value of the audience.
Count |
The total count of records in the audience. |
Dup. Count (Duplicate Count) |
A count of the number of records that are duplicated in other audiences associated with the campaign. |
Note. The system calculates duplication counts only for those audiences for which you have defined priority numbers greater than zero.
Depending on the campaign strategy, you may want to eliminate duplicated records from the audiences to prevent prospects from being contacted more than once. For example, suppose you have a campaign with two activities. The first activity targets all customers identified having an interest in golf. The second activity targets all females who live in Georgia. Since Jane Smith loves golf and lives in Georgia, her name appears on both lists. As marketing manager, you determine that the golf lover's activity takes priority over the activity that targets women in Georgia. When you deduplicate the audiences, you eliminate Jane Smith's name from the Georgia women's activity and retain it on the golf lover's activity.
In some cases, however, the activities are designed for the purpose of contacting prospects multiple times through different methods. In this case, do not eliminate duplicated records.
Note. Only fixed audiences in approved status can be deduplicated.
Get Duplicate Counts |
Click to run a process to determine how many duplicated records exist in each audience. The process is scheduled to run immediately. How long it takes to complete the process depends on the size of the list and other processor activity. |
Dedup Audiences (deduplicate audiences) |
Click to run a process to eliminate duplicated records. Records in the audience with the highest priority value remain as the original record. Duplicated records in all audiences with a lower priority value are eliminated. The process is scheduled to run immediately. How long it takes to complete the process depends on the size of the list and other processor activity. |
Priority |
Enter a priority value to determine which records the system removes. The system removes lower-priority duplicates before higher-priority duplicates. Indicate the relative priority of the audiences by giving numerically higher numbers to lower-priority audiences. For example, an audience with a priority number of 99 is of lower priority than an audience with a priority number of 30. To prevent an audience from being modified, enter a priority value of zero (0). Note. This field can be edited only if the audience is approved or if it is a fixed audience. |
Control groups help you gauge the effectiveness of the campaign by isolating a small segment of the target audience. By comparing sales results of the larger audience to those of the control group, you can determine the actual influence of the campaign.
How control group members are drawn from each included audience is controlled by a combination of the control group audience size and source audience percentages. Source audience percentages determine the percent of the total control group members who are drawn from each audience. The control group audience size determines the total number of control group members. For example, suppose the campaign includes the following three audiences (all record counts are unduplicated); Audience 1 with 900 records, Audience 2 with 750 records, and Audience 3 with 1,800 records. If you create a control group of five percent of the audience (total 172), and specify the source audience percentages as 33 percent, 33 percent, and 34 percent respectively, 56 records will be drawn from Audience 1, 56 from Audience 2, and the remaining 60 from Audience 3.
Audience Name |
Enter a descriptive name for the control group audience. |
Selection Type |
Select the manner in which the system selects specific records and people to place in control groups. Select Every Nth to select records by an even distribution method. For example, for a control group consisting of five percent of the total audience, every 20th record is selected. Select Random to select records on a random basis. Note. The method used to randomly select records is not meant to produce a statistically valid random sample. |
Minimum Amount |
Enter the smallest control group size that you consider acceptable. If the actual amount yielded by the selection process is less than the minimum, the process fails. The newly created control group audience is set to a status of Designed rather than Generated and a note is entered in the log indicating the reason. |
Maximum Amount Type |
Select the manner in which the maximum size of the control group is determined. Select Fixed Amount to specify an actual maximum number. Enter the maximum number. Select Percentage of Lists to determine the control group count as a percentage of the combined audience total. Enter the percentage of the total number of control group members to draw from each of the audiences. The total percentage must equal 100. To prevent control group members from being selected from a particular audience, enter zero as a source percentage for that audience. Note. You can draw control group members only from fixed audiences that have the status Approved. |
Create This Control Group |
Click to generate a control group. The control group creation process is scheduled and run immediately. |
Cancel |
Click to cancel the control group definition before creating it. After you click the Create This Control Group button, the process cannot be canceled. |
Access the Marketing Programs - Performance page (Marketing, Marketing Programs, Plan Campaign Program, Performance).
Review Campaign Performance Metrics
The grid displays information about any metrics attached to the campaign. All existing metrics are calculated when you enter the page.
To add a new metric, click the Add a New Activity Metric button.
Metric |
Select to measure campaign performance. |
UOM (unit of measure) |
Displays the unit of measure associated with the selected metric. |
Forecast Value |
Enter the result that you expect. |
Actual Value |
Displays the actual result. This field is populated with data from various tables and sometimes from multiple applications (such as PeopleSoft Sales and PeopleSoft TeleSales). |
Difference |
Displays the difference between the forecast and actual values. |
Edit or View |
Click the Edit button to edit an existing metric. Click the View button to return the display to the view mode. Note. Only one metric can be edited at a time. No metric changes are effective until the page is saved. |
Delete |
Click to delete an existing metric. |
Add a New Performance Metric |
Click to add a new metric to the existing list. |
Access the Marketing Programs - Notes page (Marketing, Marketing Programs, Plan Campaign Program, Notes).
Use this page to view existing notes and attachments, to send email messages, or to add new notes.
You can add a note to a campaign, activity, task, content item, content task, or offer.
See Working with Notes and Attachments.
Access the Marketing Programs - History page (Marketing, Marketing Programs, Plan Campaign Program, History).
Use this page to view audit and interaction information about the campaign.
Viewing Audit Information
To view information about changes to the campaign, click the Audit link.
Viewing Interaction Information
To view the email notification interaction records for the marketing campaign, click the Interactions link.
You can click the record's icon to transfer to the appropriate 360-degree view for the interaction.
Access the Marketing Calendar page (click the Marketing Calendarbutton on the Plan Campaign Program page)..
The Marketing Calendar page displays the status and schedule relationship of all campaigns and activities that meet the search criteria that you define (business unit, year, and quarter are required). Schedules are displayed graphically, showing the start and end dates of the campaign at each level of the hierarchy: roll up, campaign or dialog, and activity. Campaigns within a roll up campaign are displayed relative to the parent campaign, and activities within each child campaign are displayed relative to the child campaign.
PeopleSoft Marketing enables you to create leads for PeopleSoft Sales or PeopleSoft TeleSales. You can create leads either automatically or manually. The automatic process is delivered enabled with the system and generates leads whenever certain conditions exist. The manual process is available at any point.
This section discusses how to:
Generate sales or telesales leads automatically.
Generate sales or telesales leads manually.
View a generated audience.
Confirm results of the creation process.
Page Name |
Definition Name |
Navigation |
Usage |
RA_CREATE_LEADS |
Marketing, Execution, Manual Leads Creation |
Turn campaign audiences into sales or telesales leads. |
|
RA_VIEW_WAVE_LIST |
Click the View Audience button on the Create Leads page. |
View the created audience. |
|
RA_CREATE_LEAD_STA |
|
Confirm results of the creation process. |
PeopleSoft Marketing is delivered with an Active Analytics Framework term that automatically generates leads from a campaign activity audience for PeopleSoft Sales and PeopleSoft TeleSales. The term (Marketing Auto List Load)is delivered enabled and can be disabled if you choose. To disable the term:
Select Enterprise Components, Active Analytics Framework, Policies, Manage Policies.
On the search page, select Marketing Campaign for the context name and click Search.
Click Marketing Auto List Load for the desired setID.
Note. In some cases, the term is named CSS: Marketing Auto List Load.
Click the Modify System Data button.
Note. If the term has already been modified from its delivered version, this button does not appear.
Click the Redesign button.
Click Edit Actions.
Change the status of one or both actions (Process and Auto Generation Started) to Inactive.
Click Done and then click Save.
Leads are automatically generated when the channel execution value on the marketing channel definition is set to either sales or telesales, and the status of a campaign activity moves from approved (APPR) to executing (EXEC). Leads are produced for PeopleSoft Sales when the channel execution value is set to Sales, and for PeopleSoft TeleSales when the value is TeleSales. No messages appear regarding the lead generation.
See Also
Working with Active Analytics Framework
Access the Create Leads page (Marketing, Execution, Manual Leads Creation).
Create Leads For
Business Unit |
Select the business unit within which the campaign resides. |
Campaign |
Select the campaign within which the activity resides. |
Activity |
Select the activity. Note. The system exports only those audiences that have the status Committed. |
View Audience |
Click to access the View Activity Audience page, where you can verify the audience. Note. Although all audience entries appear, entries that have been deleted or are part of a control group are not used to create sales leads or prospects. |
Run |
Click to run this request. PeopleSoft Process Scheduler runs the Create Sales Leads/Prospects process at user-defined intervals. |
Status
Process Status |
Displays the status of the process. Values are Not Yet Processed, Successfully Completed, or Completed With Errors. |
View Results |
Click to access the Leads Creation Status page, where you can view the process results. Note. This button is enabled when the process finishes. |
Access the View Audience page (click the View Audience button on the Create Leads page).
This page enables you to see the actual results of a generated audience.
Access the Leads Creation Status page (Marketing, Execution, Lead Creation Status).
This page displays detailed information about the results of the Create Leads process.
Note |
Displays notes related to the process. If errors occur during the process, a message might appear for each error. |